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More - Cindy Shaw Quotes

Dell used to be about lower prices and better service, ... The competition has narrowed the pricing advantage, and Dell's customer-support ratings have deteriorated to about the same level as the competition. - Cindy Shaw Quotes

Dell used to be about lower prices and better service, ... The competition has narrowed the pricing advantage, and Dell's customer-support ratings have deteriorated to about the same level as the competition.

This is not a company that's on the ropes, but I think it's struggling to maintain the growth targets it has set for itself. - Cindy Shaw Quotes

This is not a company that's on the ropes, but I think it's struggling to maintain the growth targets it has set for itself.

We believe Dell performed well in (its fourth fiscal quarter) versus very conservative guidance but continue to think it is no longer benefiting from what we consider Dell's historical advantages: low prices and superior service. - Cindy Shaw Quotes

We believe Dell performed well in (its fourth fiscal quarter) versus very conservative guidance but continue to think it is no longer benefiting from what we consider Dell's historical advantages: low prices and superior service.

We believe . . . that tightening links with customers by moving these functions into business units is a necessary step, - Cindy Shaw Quotes

We believe . . . that tightening links with customers by moving these functions into business units is a necessary step,

The revenue miss was split evenly between weak demand in the public sector, primarily in U.S. federal buying, and Dell being aggressive with prices in the consumer sector. The latter is easily fixed. (But) Dell doesn't appear to have confidence federal demand will improve in the current quarter. - Cindy Shaw Quotes

The revenue miss was split evenly between weak demand in the public sector, primarily in U.S. federal buying, and Dell being aggressive with prices in the consumer sector. The latter is easily fixed. (But) Dell doesn't appear to have confidence federal demand will improve in the current quarter.

We would remain on the sidelines pending evidence the plan is working. - Cindy Shaw Quotes

We would remain on the sidelines pending evidence the plan is working.

We think Hewlett-Packard will finally get credit for improving execution, possibly putting to rest concerns (H-P) is a cost-cutting story that is fully reflected in the stock. We think investors are finally realizing that cost cutting is only part of the story. - Cindy Shaw Quotes

We think Hewlett-Packard will finally get credit for improving execution, possibly putting to rest concerns (H-P) is a cost-cutting story that is fully reflected in the stock. We think investors are finally realizing that cost cutting is only part of the story.

In our view, CSC could provide H-P with scale and reputation that would help H-P achieve its Services ambitions. The two firms' technology strengths are complementary. - Cindy Shaw Quotes

In our view, CSC could provide H-P with scale and reputation that would help H-P achieve its Services ambitions. The two firms' technology strengths are complementary.

I think investors will be happy with that guidance. - Cindy Shaw Quotes

I think investors will be happy with that guidance.

The guidance is a disappointment. They're apparently not expecting revenue growth really to pick up. - Cindy Shaw Quotes

The guidance is a disappointment. They're apparently not expecting revenue growth really to pick up.

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